Merriman Holdings, Inc. (MERR) Research

Merriman Holdings, Inc., primarily operating through its subsidiary Merriman Capital, Inc., furnishes a comprehensive array of financial services, including capital market advisory and research, corporate finance, and investment banking, predominantly within the United States and Canada. Its investment banking arm assists clients with corporate financing initiatives, such as initial public offerings (IPOs), secondary offerings, and private placements. It also provides strategic guidance on transaction-specific matters like mergers, acquisitions, divestitures, spin-offs, and privatizations, alongside general strategic advice. Beyond this, the company delivers institutional brokerage services, encompassing institutional sales trading and the execution of equity and options transactions for its institutional clients. It further facilitates securities transactions for a diverse group of professional investors, including money managers, mutual funds, hedge funds, insurance companies, and pension and profit-sharing plans. Merriman also offers integrated research and trading platforms, coupled with specialized capital markets advisory. The firm principally caters to institutional investors and corporate clients. Originally established in 1987, Merriman Holdings, Inc. is headquartered in San Francisco, California. The company previously operated as Merriman Curhan Ford Group, Inc. before adopting its current name in August 2010.

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